Ero Copper: The Correction Finally Came, Time To Step Up And Buy The Dip

ERO Copper stands out as a pure-play copper producer with growing production and an ongoing deleveraging process. Despite macro-driven volatility, copper's secular demand from AI, EVs, and renewables underpins a robust long-term investment case. Recent geopolitical and economic shocks have driven COPX and copper miners down over 30%, with potential for deeper drawdowns.